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West Coast Financial LLC Buys Schwab Short-Term U.S. Treasury ETF, Schwab Intermediate-Term U.S. ...

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·6 min read
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Santa Barbara, CA, based Investment company West Coast Financial LLC (Current Portfolio) buys Schwab Short-Term U.S. Treasury ETF, Schwab Intermediate-Term U.S. Treasury ETF, iShares MBS ETF, Williams-Sonoma Inc, AdaptHealth Corp, sells Abiomed Inc, Renewable Energy Group Inc, iShares 1-3 Year Credit Bond ETF, Illumina Inc, Boeing Co during the 3-months ended 2021Q4, according to the most recent filings of the investment company, West Coast Financial LLC. As of 2021Q4, West Coast Financial LLC owns 136 stocks with a total value of $699 million. These are the details of the buys and sells.

  • New Purchases: AHCO, BHP, IJS, PFE, GIS, NICE, XLK, WMT,

  • Added Positions: SCHO, SCHR, MBB, WSM, DIS, IVE, PEP, FDX, PSA, CL, TIPZ, MTZ, JNJ, HSY, CSCO, JPM, MCD, NVS, IEFA, BKLN, DBC, UPS,

  • Reduced Positions: ALGN, ZBRA, AAPL, VTI, VB, JKD, BA, VEA, SBUX, FB, RMD, WBA, VYM, STE, SPTI, COST, DBX, HLI, VNQ, ZTS, GOOG, VNT, V, VZ, VIG, IDXX, IWM, MAR, VUG, DVY, INTU, PRFZ, AGG, SPYX, EFA, GWX, SCHW, ACN, NKE,

  • Sold Out: ABMD, REGI, IGSB, ILMN, T,


For the details of West Coast Financial LLC's stock buys and sells,
go to https://www.gurufocus.com/guru/west+coast+financial+llc/current-portfolio/portfolio

These are the top 5 holdings of West Coast Financial LLC

  1. iShares Core S&P Small-Cap ETF (IJR) - 693,977 shares, 11.37% of the total portfolio. Shares reduced by 0.76%

  2. iShares Core S&P 500 ETF (IVV) - 158,065 shares, 10.79% of the total portfolio. Shares reduced by 0.47%

  3. Apple Inc (AAPL) - 151,873 shares, 3.86% of the total portfolio. Shares reduced by 2.14%

  4. Alphabet Inc (GOOGL) - 6,643 shares, 2.75% of the total portfolio. Shares reduced by 0.91%

  5. Microsoft Corp (MSFT) - 54,614 shares, 2.63% of the total portfolio. Shares reduced by 0.86%

New Purchase: AdaptHealth Corp (AHCO)

West Coast Financial LLC initiated holding in AdaptHealth Corp. The purchase prices were between $18.47 and $27.25, with an estimated average price of $23.46. The stock is now traded at around $19.120000. The impact to a portfolio due to this purchase was 0.13%. The holding were 37,000 shares as of 2021-12-31.

New Purchase: BHP Group Ltd (BHP)

West Coast Financial LLC initiated holding in BHP Group Ltd. The purchase prices were between $52.3 and $60.35, with an estimated average price of $56.15. The stock is now traded at around $68.480000. The impact to a portfolio due to this purchase was 0.05%. The holding were 5,671 shares as of 2021-12-31.

New Purchase: iShares S&P Small-Cap 600 Value ETF (IJS)

West Coast Financial LLC initiated holding in iShares S&P Small-Cap 600 Value ETF. The purchase prices were between $98.85 and $110.23, with an estimated average price of $104.47. The stock is now traded at around $102.460000. The impact to a portfolio due to this purchase was 0.04%. The holding were 2,692 shares as of 2021-12-31.

New Purchase: Pfizer Inc (PFE)

West Coast Financial LLC initiated holding in Pfizer Inc. The purchase prices were between $41.32 and $61.25, with an estimated average price of $49.81. The stock is now traded at around $53.540000. The impact to a portfolio due to this purchase was 0.04%. The holding were 4,970 shares as of 2021-12-31.

New Purchase: NICE Ltd (NICE)

West Coast Financial LLC initiated holding in NICE Ltd. The purchase prices were between $264.25 and $315.02, with an estimated average price of $289.01. The stock is now traded at around $255.920000. The impact to a portfolio due to this purchase was 0.03%. The holding were 688 shares as of 2021-12-31.

New Purchase: Technology Select Sector SPDR ETF (XLK)

West Coast Financial LLC initiated holding in Technology Select Sector SPDR ETF. The purchase prices were between $147.78 and $176.65, with an estimated average price of $164.65. The stock is now traded at around $159.520000. The impact to a portfolio due to this purchase was 0.03%. The holding were 1,260 shares as of 2021-12-31.

Added: Schwab Short-Term U.S. Treasury ETF (SCHO)

West Coast Financial LLC added to a holding in Schwab Short-Term U.S. Treasury ETF by 260.88%. The purchase prices were between $50.82 and $51.16, with an estimated average price of $50.95. The stock is now traded at around $50.580000. The impact to a portfolio due to this purchase was 1.28%. The holding were 243,096 shares as of 2021-12-31.

Added: Schwab Intermediate-Term U.S. Treasury ETF (SCHR)

West Coast Financial LLC added to a holding in Schwab Intermediate-Term U.S. Treasury ETF by 104.17%. The purchase prices were between $55.73 and $56.61, with an estimated average price of $56.19. The stock is now traded at around $55.140000. The impact to a portfolio due to this purchase was 1.05%. The holding were 254,902 shares as of 2021-12-31.

Added: iShares MBS ETF (MBB)

West Coast Financial LLC added to a holding in iShares MBS ETF by 57.74%. The purchase prices were between $107.03 and $108.32, with an estimated average price of $107.64. The stock is now traded at around $105.630000. The impact to a portfolio due to this purchase was 0.71%. The holding were 126,785 shares as of 2021-12-31.

Added: Williams-Sonoma Inc (WSM)

West Coast Financial LLC added to a holding in Williams-Sonoma Inc by 69.11%. The purchase prices were between $162.55 and $221.63, with an estimated average price of $186.57. The stock is now traded at around $147.900000. The impact to a portfolio due to this purchase was 0.38%. The holding were 38,945 shares as of 2021-12-31.

Sold Out: Abiomed Inc (ABMD)

West Coast Financial LLC sold out a holding in Abiomed Inc. The sale prices were between $300.63 and $371.35, with an estimated average price of $338.3.

Sold Out: Renewable Energy Group Inc (REGI)

West Coast Financial LLC sold out a holding in Renewable Energy Group Inc. The sale prices were between $41.7 and $66.75, with an estimated average price of $50.9.

Sold Out: iShares 1-3 Year Credit Bond ETF (IGSB)

West Coast Financial LLC sold out a holding in iShares 1-3 Year Credit Bond ETF. The sale prices were between $53.7 and $54.33, with an estimated average price of $53.95.

Sold Out: Illumina Inc (ILMN)

West Coast Financial LLC sold out a holding in Illumina Inc. The sale prices were between $347.28 and $421.83, with an estimated average price of $388.94.

Sold Out: AT&T Inc (T)

West Coast Financial LLC sold out a holding in AT&T Inc. The sale prices were between $22.17 and $27.35, with an estimated average price of $24.71.



Here is the complete portfolio of West Coast Financial LLC. Also check out:

1. West Coast Financial LLC's Undervalued Stocks

2. West Coast Financial LLC's Top Growth Companies, and

3. West Coast Financial LLC's High Yield stocks

4. Stocks that West Coast Financial LLC keeps buyingThis article first appeared on GuruFocus.